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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,634 | $183,539-5.4% | $155,556+11.6% | $145,897+19.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.77% | 61.31%-48.5pp | 64.84%-52.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $4,373 | $5,315-17.7% | $4,675-6.5% | $4,663-6.2% |
| Participant deferral / active EE | $7,702 | $6,467+19.1% | $5,631+36.8% | $6,689+15.1% |
| Admin fee / account holder | $2,805 | $19,275-85.4% | $15,885-82.3% | $13,390-79.1% |